Schwab Govt MNY FND-UltSGUXX
13F holders, Q4 2025 (December 31)2holders +1
0new positions
0sold out
$1.01avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Schwab Govt MNY FND-Ult (SGUXX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($13.2M) and Fortune Financial Group, Inc. ($600K).
- Company
- Schwab Govt MNY FND-Ult
- CUSIP
- 808515498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3,312,485 shares bought, net +3,312,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kohmann Bosshard Financial Services, LLC | 1.20% | Add +33.6% | 13,173,155 | $13.2M |
| Fortune Financial Group, Inc. | 0.59% | — | 497,480 | $600K |
"% of holder's portfolio" is SGUXX's weight in each manager's 13F, not the share of Schwab Govt MNY FND-Ult the manager owns.